KWMG

King Wealth Management Group Portfolio holdings

AUM $737M
1-Year Est. Return 18.5%
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.34M
3
+$1.28M
4
CI icon
Cigna
CI
+$834K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$764K

Top Sells

1
+$759K
2
+$663K
3
+$537K
4
CRM icon
Salesforce
CRM
+$399K
5
NVRO
NEVRO CORP.
NVRO
+$318K

Sector Composition

1 Technology 11.87%
2 Healthcare 9.46%
3 Financials 8.21%
4 Consumer Discretionary 6.34%
5 Consumer Staples 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$247K 0.05%
+2,521
127
$227K 0.05%
1,016
+19
128
$227K 0.05%
1,050
129
$223K 0.05%
14,803
-9,622
130
$220K 0.05%
+1,385
131
$217K 0.05%
3,796
-400
132
$213K 0.05%
22,190
133
$210K 0.05%
25,000
134
$208K 0.05%
+1,168
135
$206K 0.05%
+915
136
$202K 0.04%
+1,103
137
$202K 0.04%
+2,885
138
$201K 0.04%
2,992
-262
139
$201K 0.04%
15,370
-812
140
$201K 0.04%
+349
141
$149K 0.03%
11,930
+237
142
$144K 0.03%
11,452
+35
143
$122K 0.03%
10,000
-2,000
144
$82K 0.02%
16,667
145
$61K 0.01%
10,000
146
$47K 0.01%
13,000
147
$8K ﹤0.01%
1,467
+134
148
$7K ﹤0.01%
16,000
149
$3K ﹤0.01%
+25,000
150
– –
-15,000
3 4 5
6
7